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Articles from 07/2021

Sector Rotation – New Recommendation for August 2021

There is a new Sector Rotation fund being recommended for August. We are also making a significant change to the SR process this month. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy.
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DAA – August 2021 Update

There are no official changes to the DAA lineup for August — however, we are changing the optional fund refinement. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some
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Roundup: The Biggest Companies Just Keep Getting Bigger, There Is No Normal, and More

Tomorrow, we'll be publishing the monthly updates for DAA and Sector Rotation investors. When those updates happen to fall on a Friday, we post the weekly Roundup on Thursday — so here it is! Can't be bearish (Michael
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Stock Upgrading – New Fund Recommendations for August 2021

Stock Upgrading is a mechanical strategy that involves owning mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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How to Make Rational Investing Decisions

Your best defense against your emotions — and against the influences of Wall Street and the media — is to get things figured out once and then set your investing on auto-pilot.
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“Try not. Do, or do not. There is no try.” – Yoda

For most of us, change is hard. We may know we should change, want to change, and even begin the process of change, but then we fail to follow through. Here's how to make genuine progress.
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Mid-Year Review: Strong First Half Ends With Market Transition

Economic growth remains strong and the broad stock market is near an all-time high, and yet we are clearly seeing a market in transition.
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The “Earnings Test”: How Earned Income Can Affect Social Security

If you're planning to keep working after claiming Social Security benefits, you need to know how your income might affect your benefits — and your taxes.
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Going Steady: The Advantages of a Systematic Investment Plan

A “going steady” approach to investing involves having money regularly transferred from your bank account to an investment account. Here are six advantages of automating your investing in this
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Making Student-Loan Debt Real – Before College Begins

Borrowing money for a college education will have long-term consequences, so be sure you know what you're getting into.
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